What if companies reinvested 10% of their profits into startups to strengthen their ecosystem?

In this episode of the VNTR Podcast, we talk to Yat Siu, co-founder and executive chairman of Animoca Brands — the company behind 570+ Web3 investments, from The Sandbox to Polygon and OpenSea. Animoca is a mission-driven operator investing off its own balance sheet to accelerate digital property rights and the open metaverse.

🚀 Topics we explore:

• Why Web3 is an economic reset
• What makes Animoca radically different from classic VC
• The rise of crypto-native M&A, token liquidity, and venture studios
• How AI agents will use crypto, earn tokens — and maybe create their own
• Why investing should be part of every company’s core DNA

🎧 Tune in for an unfiltered take on what it takes to survive and scale in the age of AI — from someone who’s seen hundreds try

VNTR is building the world’s largest investor community by sharing lessons, hosting events, and offering opportunities. Active VC investors can join by claiming a free investor account at https://app.vntr.vc

Timestamps:

00:00 Intro

01:04 Welcome Yat Siu

05:08 How Yat Siu’s Early Life Shaped His Web3 Vision

15:31 Why Web3 Fails Without Permissionless Networks

21:04 Every Company Should Reinvest 10% of Profits Into the Ecosystem

27:23 Inside Animoca’s Investment Process: AI, Thesis-Driven Bets & Speed

29:04 Bear Markets Filter Out the Noise

30:05 Portfolio Power Over Prestige

32:08 Early Acquisitions, Long-Term Vision

34:55 Betting on Education and Identity

39:14 What the Metaverse Really Means

42:28 AI Agents, Tokens & the New Power Economy

46:46 Discipline Over Balance: Yat Siu on Health, Focus, and Writing

51:16 No Afterlife, No Forever — Just Purpose That Keeps You Alive

🔹 VNTR Website: https://app.vntr.vc/

🔹 VNTR Instagram: https://www.instagram.com/vntrcapital/

🔹 VNTR Linkedin: https://www.linkedin.com/company/74523146/admin/dashboard/

Host:

Yuri G. Rabinovich

https://www.linkedin.com/in/byuric/

Guest:

Yat Sui

https://x.com/ysiu

https://www.animocabrands.com/